DFX Intelligence
This firm's name and 46 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
2 allocators
- Michiana Area Electrical Workers Pension Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
- Valero Energy Corporation Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
49 rows, $8.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Bank of New York Mellon Corporation Pension Plan | 2024 | 28 50 51 | NONE | $658,760 |
| Valero Energy Corporation Pension Plan | 2024 | 27 28 50 51 68 | NONE | $539,302 |
| Automotive Industries Pension Plan | 2024 | 28 51 | NONE | $247,215 |
+46 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
What changed
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLocal 697 I.B.E.W. and Electrical Industry Pension Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov